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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
801
Coldstream Capital Management
Washington
$294K +$27.5K +99 +11%
SBIA
802
Sheaff Brock Investment Advisors
Indiana
$293K -$97.1K -350 -26%
AP
803
Appleton Partners
Massachusetts
$292K +$273K +983 New
OPS
804
Orion Portfolio Solutions
Nebraska
$291K +$272K +981 New
CC
805
Courier Capital
New York
$290K
BCM
806
Brooktree Capital Management
Michigan
$290K +$271K +977 New
BS
807
Boenning & Scattergood
Pennsylvania
$288K +$19.4K +70 +8%
MCCP
808
Mission Creek Capital Partners
California
$288K +$269K +970 New
ACWM
809
Adams Chetwood Wealth Management
North Carolina
$288K +$270K +972 New
IA
810
IFG Advisory
Georgia
$286K -$20K -72 -7%
GD
811
Grandfield & Dodd
New York
$285K
PAS
812
Partnervest Advisory Services
California
$285K +$18.3K +66 +7%
Carson Wealth (CWM LLC)
813
Carson Wealth (CWM LLC)
Nebraska
$284K
ML
814
McAdam LLC
Pennsylvania
$281K +$21.9K +79 +9%
PB
815
Pinnacle Bancorp
Nebraska
$279K -$29.4K -106 -10%
PCA
816
Personal Capital Advisors
California
$276K -$42.2K -152 -14%
SIC
817
Sigma Investment Counselors
Michigan
$275K -$6.38K -23 -2%
PGWM
818
Parisi Gray Wealth Management
New Jersey
$275K -$1.67K -6 -0.6%
WWM
819
Western Wealth Management
Colorado
$274K
MC
820
Moors & Cabot
Massachusetts
$273K -$74.9K -270 -23%
PA
821
PFG Advisors
Arizona
$273K
KCM
822
Kathmere Capital Management
Pennsylvania
$273K +$256K +921 New
NFP
823
Narus Financial Partners
Utah
$273K
ECM
824
ExodusPoint Capital Management
New York
$272K -$9.97M -35,919 -98%
APW
825
Acima Private Wealth
Virginia
$272K